Financial Planner & Client Wealth Strategist (401(k) Match)

WealthBridge Financial Group; Madison (AL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial services firm is seeking a knowledgeable Financial Consultant to develop personalized plans for clients and guide them through financial decisions. The ideal candidate will possess a bachelor's degree in finance or a related field, with strong analytical skills and experience in financial consulting preferred. Join our committed team to positively impact clients' financial well-being, supported by excellent health coverage and a 401(k) retirement plan.

Qualifications

• Bachelor's degree in finance or a related field required.
• Experience in financial consulting is preferred.
• Strong analytical and problem-solving abilities.

Responsibilities

• Develop personalized financial plans for clients.
• Conduct comprehensive financial analyses.
• Guide clients through financial decisions.

Skills

Financial analysis

Client relationship management

Strong communication skills

Analytical skills

Problem-solving

Education

Bachelor's degree in finance, economics, or a related field

Tools

Financial planning software

Job description

A financial services firm is seeking a knowledgeable Financial Consultant to develop personalized plans for clients and guide them through financial decisions. The ideal candidate will possess a bachelor's degree in finance or a related field, with strong analytical skills and experience in financial consulting preferred. Join our committed team to positively impact clients' financial well-being, supported by excellent health coverage and a 401(k) retirement plan.